Senior Market Financial Planner focusing on annuity sales and retirement planning. Enjoy pre-set appointments and support to maximize client engagement and sales effectiveness.
Responsibilities
As a Senior Market Financial Planner focusing on annuities, you’ll enjoy:
Pre-Set, Qualified Appointments – 10–12 per week booked for you
Exclusive Territory – You must live in the state you represent
Top-Tier Support – An appointment setter + a case manager handle scheduling, planning & paperwork so you can focus on clients and Selling!
Strong Six-Figure Income Potential – A lucrative commission model that rewards results
Product Freedom – Access to a wide range of high-quality providers to craft tailored retirement solutions
Flexibility – Manage your own schedule for work/life balance
Requirements
Active Health & Life insurance license
Series 65, or Series 7/66 Combo, or ChFC
Clean U4 record (if registered)
Proven face-to-face sales success with a consultative, needs-based approach
Comfortable with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Willing to travel within your state to meet qualified clients
Passion for serving retirees & helping them secure peace of mind
Benefits
6-Figure Earning Potential without exhausting prospecting
Exclusive appointments—no competing with other reps in your area
Dedicated back-office team to streamline your workflow
Access to premier products from top providers
Control over your schedule but with a consistent flow of business
The chance to make a real difference in clients’ retirement security
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